Encyclopedia
Commercial Real Estate, Income Property, and Real Estate Investment
(Terms, Concepts, Principles, Practices, Mathematical Explanations)
The Encyclopedia below is part of RealBenefits Real Estate Investment and Development Software suite. The Encyclopedia contents have been copy-pasted below and are provided to you for free. If you'd like a full color version of the Encyclopedia, you can download it free as part of the free trial version of RealBenefits Real Estate Investment and Development Software suite. The full color encyclopedia version has words color coded for meaning, which makes it much easier to read and understand the encyclopedia. If you download the free trial software to get the color version of the Encyclopedia, be aware that the free trial software works 10 times for financial calculations, but its Encyclopedia works forever.
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Introduction to Encyclopedia
Encyclopedia Copyrighted 1995 to Present Day - RealBenefits, LLC.
Author: Charles Bond Jr. in cooperation with many real estate and accounting professionals. For a list of coauthors, see About Us.
The “Benefits of Income Property Ownership” software is usually
referred to as "Benefits IPO" or "Benefits Workbook" for short.
The “Benefits IPO" software’s purpose (see its “Total Benefits” sheet) is as
follows: It uses Standard Real Estate Practices to analyze income property as
far as this approach allows (Cap Rate, GRM, Debt Coverage Ratios, Cash Flow, and
Amortization), and then expands the analysis using accounting principles to
analyze the benefits of income property ownership like an annuity. The
investment (down + closing costs + loan points + any repairs made at or near
closing) is the value outflow at the beginning of the first year. Each year’s
“Annual Benefits Total” is the value inflow occurring at the end of that year
(in reality many of the benefits occur monthly, but are calculated as if all
benefits occurred at the end of each year). The 10th year’s “Annual Benefits
Total” is another value outflow due to capital gains tax at the time of sale
(projections assume a sale at the end of the 10th year). The IRR and NPV of the
value inflows and outflows are then calculated and stated as the IRR and the NPV
FBO (Net Present Value of the future Financial Benefits of Ownership) of the
subject property if purchased by the specific investor being analyzed. This
answers an investor's (buyer's) question: "How can purchasing this income
property financially benefit me?". It also helps agents, CPAs, lenders, and
sellers answer that question for a buyer. Additionally, the software can be
used to help sellers determine their financial benefits of keeping the income
property versus selling it (see Return on Equity). Lease vs. Buy analyses can
also be made.
Since you are a real estate professional, lender, or CPA, you are already
familiar with many of the terms and concepts. However, it is prudent to address
the terms and concepts in relation to the software. Also, real estate
terminology differs across the USA and between the different professions (real
estate sales, development, appraisal, lending, etc.). Additionally, the same
financial indicator term(s) may be calculated in a variety of ways according to
the geographical area and/or profession. This encyclopedia addresses these
issues in-depth.
Standard Real Estate Practices (SREP) (used by lenders, agents, appraisers,
developers, professional R.E. investors) differ from Generally Accepted
Accounting Principles (GAAP) with regard to "Net Operating Income" and "Net
Income" calculations. SREP uses these terms interchangeably and calculates them
WITHOUT deducting Depreciation or Interest Expense from the Adjusted (Effective)
Gross Income. The Benefits IPO software adheres to both SREP and GAAP, except
with regard to: ''Net Operating Income'' and ''Net Income'' calculations, which
are calculated according to the context of the topic, and IRR and NPV FBO (Net
Present Value of the future Financial Benefits of Ownership), which are
calculated (like an annuity) according to GAAP. To reduce confusion, the "Net
Operating Income" and "Net Income" dollar amounts are NOT shown in
the Benefits
IPO software. However, they are used to explain certain topics and to calculate
Debt Coverage Ratios (DCR) and Cap Rates (OARs).
This encyclopedia is of great importance to you because it not only defines
terms, but also explains how they are calculated and how they relate to various
professions in various regions. A few terms are unique to the software because
there were no existing terms for certain in-depth things the software
addresses. The software analyzes real estate income property at a more in-depth
level than standard real estate or accounting terminology can fully cover.
The terms are not in alphabetical order, but instead are in an order that allows
a logical progression of thought (i.e.- in the order that allows each concept to
build on prior concepts). Since all of you who are using the software are
professionals, you will have your own opinions. Because you are a professional,
you are qualified to make your own decisions about terms, how to use the
software, and if input and output numbers are realistic. In fact, these
decisions are your responsibility. The investor should consult a CPA.
Thank you, Chuck Bond Jr. (RealBenefits founder and main creator) and
Bill Behrens (RealBenefits owner). About
Us - our qualifications, how and why the encyclopedia and software were
developed, how long we've been in business, etc. Note: there are also many coauthors
of this encyclopedia and software listed in the About
Us area. Some parts of this encyclopedia were written by Charles Bond Jr.
and then edited by one or more coauthors. Other parts were written by one or
more coauthors and then edited by Charles Bond Jr. It was a team effort.
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Beginning of Encyclopedia
APOD (Annual Property Operating Data)
This is an operating statement for an income producing property. The APOD
follows standard real estate practice, NOT standard accounting practice when
calculating Net Operating Income. That means that Depreciation Expense should NOT be deducted from
Adjusted Gross Income when calculating Net Operating Income. Therefore, DO NOT enter Depreciation Expense in the Operating Expenses. Cap Rate calculations depend on this.
Investment (also see the "Annuity" and "Annuity Value" sections below)
It is very important that you read this. Normally, the definition of the word
"Investment" varies according to context. However, in this software it is always
defined the same way and all calculations are based on that definition. The
definition is extremely important mathematically with regard to the calculation
of Returns, IRR, and NPV FBO.
Some background information and a detailed explanation follow.
In the context of real estate in general, the term "Investment" can mean the
property itself, or the money (value outflow) needed to purchase the property.
In the context of this software, the term "Investment" always means the value
outflow (usually money) needed to purchase the property, but this needs further
definition.
In Standard Real Estate Practice (SREP), when using the term Investment to mean
the value outflow (usually money) needed to purchase the property, this means
the Downpayment. Therefore, in SREP the Downpayment is considered to be the
Investment (i.e.- value outflow to purchase the property) and is used in the
Returns and IRR calculations. This is NOT an accurate way to calculate Returns
or IRR because the true Investment is the Downpayment + Closing Costs +
Exceptional Closing Costs + Loan Points. In other words, the true Investment is
the total value outflow (usually money) paid by the Buyer to purchase the
property. The Downpayment is only a portion of the true Investment.
According to Generally Accepted Accounting Principles (GAAP): When analyzing an
Annuity, the total value outflow needed to purchase the Annuity is used as the
initial value outflow at the beginning of the first period in the Return, IRR,
and NPV calculations. In this software the 1st year is the first period.
This software analyzes income property like an Annuity. The Investment (i.e.-
value outflow) needed to purchase the property (i.e.- annuity) is the total
value outflow (usually money) needed to purchase the property. Therefore, the
Investment = Downpayment + Closing Costs + Exceptional Closing Costs + Loan
Points.
In other words, the Investment is the total value outflow (usually money) paid
by the Buyer to purchase the property.
Therefore, in the context of this software the term Investment is mathematically
defined as follows:
Investment = Downpayment + Closing Costs + Exceptional Closing Costs + Loan
Points.
In this software, the term Investment means the total value outflow (usually
money) paid by the Buyer to purchase the property. This allows this software to
make the most accurate calculations possible for Returns, IRR, PV FBO, and NPV
FBO. These calculations are made according to Generally Accepted Accounting
Principles.
Note: Exceptional Closing Costs are anything other than the Downpayment, Closing
Costs, or Loan Points that the Buyer (i.e.- investor) must pay for before
closing, at closing, or within one year of closing. Typically, an Exceptional
Closing Cost is a much needed repair, such as a new roof or carpet, but can be
anything.
Annuity (how income property is analyzed like an annuity)
An annuity is an investment which requires an initial "value outflow(s)"
(usually cash, but not always) from the investor, and later gives the investor
periodic "value inflow(s)", and possibly future periodic "value outflow(s)" as
well. The IRR, PV, and NPV of the "value inflow(s)" and value "outflow(s)" can
be calculated using time value of money principles.
In this software, the initial value outflow (at the beginning of the 1st year)
is the Investment the buyer makes to acquire the property. This is the
Downpayment + Closing Costs + Loan Points + Exceptional Closing Costs. Repairs
made at or near closing are called "Exceptional Closing Costs" and are entered
in the "Exceptional Closing Costs" grey data input cell on the "Form" sheet.
Examples of two common Exceptional Closing Costs are replacing the roof and/or
carpet before, at, or soon after closing. Exceptional Closing Costs are by
definition paid by the Buyer. If the Seller pays for a repair it is not an
Exceptional Closing Cost because it does not count as part of the Buyer's
Investment (i.e.- value outflow) to acquire the property.
In this software, the value inflows are the "Annual Benefits Totals" for years 1
- 9 which are comprised of Cash Flow, Appreciation, Loan Reduction, and Tax
Benefits (see the "Total Benefits" sheet) and are treated as occurring at the
end of each year even though some of these benefits occur monthly. The "Annual
Benefits Totals" column shows each year's financial benefits of ownership. The
10th year’s “Annual Benefits Total” is a value outflow due to Capital Gains Tax
at the time of sale (projections assume a sale at the end of the 10th year). The
IRR and NPV of the value inflows and outflows are then calculated and stated as
the IRR and the NPV FBO (financial benefits ownership) of the income property if
purchased by the specific investor being analyzed.
The "Annuity Approach" used by this software to analyze income property is not
common to the real estate industry and is not based on Standard Real Estate
Practices. It is an accounting based approach. This software does all the usual
Standard Real Estate Practices (SREP) analyses and then expands them using
Generally Accepted Accounting Principles (GAAP) to analyze the investment
property as if it were an annuity. This only works with income properties and
cannot be used with non-income producing properties. Any physical property type
of real estate can be analyzed as an income property if the owner or prospective
owner receives, is projected to receive, or could receive an income as a result
of owning the property. The income is usually the result of renting or leasing
the property, but other income producing possibilities may exist.
Annuity Value (also see "Annuity" above, "Value" below, and "NPV FBO" far below)
"Annuity Value" is the value of the investor's projected Financial Benefits of
Ownership (i.e.- value outflows and inflows over time). "Annuity Value",
"Personal Value", and "the value of the investor's projected financial benefits
of ownership" are all synonymous. The "Annuity Value" must be determined by the
investor's CPA. It can be the PV FBO (Present Value of the Financial Benefits of
Ownership), NPV FBO (Net Present Value of the Financial Benefits of Ownership),
or it whatever the investor's CPA decides.
See the "Annuity" section above and the "Personal Value" and "Value" sections
below for more information. "Annuity Value" is NOT the same thing as Property
Value.
Personal Value (also see "Annuity Value" above, "Value" below, and "NPV FBO" far
below)
In this software, the term "Personal Value" is synonymous with "Annuity Value".
The term "Annuity Value" is sometimes referred to as "Personal Value" because
this type of value is based on the investor's personal data (as well as the
property data), and is therefore unique to that investor. The "Personal Value"
must be determined by the investor's CPA.
See the "Annuity" and "Annuity Value" sections above and the "Value" section
below for more information. "Personal Value" is NOT the same thing as Property
Value.
Property Value
The term "Property Value" is self-explanatory. Property Value is NOT the same
thing as "Annuity Value", "Personal Value", or the "value of the investor's
projected financial benefits of ownership". See the "Value" section below for
more information.
Note: The NPV FBO is not the Net Present Value of the income property. The NPV
FBO is the Net Present Value of the specific investor's projected future
Financial Benefits of Ownership. NPV FBO is the PV FBO less the Investment of
Downpayment + Closing Costs + Exceptional Closing Costs + Loan Points.
Value (also see the other value topics above)
There are two separate value issues: Property Value, and the value of the
financial benefits of ownership. The value of the financial benefits of
ownership is also called "Annuity Value" (see the "Annuity" topic above). The
value of the financial benefits of ownership is also called "Personal Value"
because it is the value of the specific investor's projected financial benefits
of ownership based on the property data and that investor's personal data.
Therefore, "Annuity Value", "Personal Value", and "the value of the investor's
projected financial benefits of ownership" are all synonymous.
Regardless of the type of value you are attempting to address, you should make
at least two analyses. One based on the current gross income, vacancy factor,
and expenses, and another based on what they should be under new management.
This is because the quality of the management has such a large impact on these
factors, and the management usually changes when the property ownership changes.
In accordance with Standard Real Estate Practices, you can compare the Cap Rate
and GRM (Gross Rent Multiplier) of the subject property to the Cap Rates and
GRMs of comparable properties to arrive at an estimate of Property Value.
However, Cap Rates are often inaccurate because landlords (i.e.– sellers) often
misstate the expenses and/or vacancy factor (which is why GRM is sometimes
used). Also, Cap Rate and GRM do not take into account the available financing
terms, which may be different for each property (such as contract terms).
Financing terms can substantially affect the investment. The attributes of the
Cap Rate and GRM are that they are easy and convenient to calculate and are
stated in almost all income property listings’ data.
By comparing the subject property’s Cap Rate and GRM to those of comparable
properties, the Property Value can be estimated. However, Cap Rate and GRM do
not take into account the property condition and therefore, can only be used to
compare properties of similar condition. Cap Rate and GRM are based on the 1st
year only, and therefore, even with a property inspection they ignore repairs
which would be needed after the 1st year. Cap Rate also ignores several
important financial issues: Interest Deductions, Depreciation Deductions,
Appreciation, and the time value of money. GRM ignores even more issues than Cap
Rate does.
Cap Rate, GRM, and Property Value are topics that agents, appraisers, and
professional investors already address. To address these topics, a physical
property inspection and access to a current comparable property database are
needed. Agents typically address these topics for free (CMAs), and appraisers
address these topics if an appraisal is done. Therefore, the Cap Rate, GRM, and
Property Value are issues that have probably been addressed before the investor
goes to a CPA for advice. The investor can probably get Cap Rate, GRM, and
Property Value issues addressed most economically by a real estate professional.
Therefore, RealBenefits recommends leaving the Property Value topic to agents,
appraisers, and professional investors, rather than a CPA, but a CPA is still
needed for advice on other topics described below.
Ultimately, agents, appraisers, and investors must make an educated guess about
Property Value. In a market economy, the true Property Value is whatever the
highest bidder is willing to pay for the property, but this isn’t known until
after a sale closes. Therefore, Cap Rate is as close as the “Benefits IPO”
software comes to addressing Market Value. It does not explicitly state the
Market Value for the reasons described above.
What the investor (buyer) cannot get from the real estate community are the
things they need most from a CPA. Standard Real Estate Practices, and therefore
the real estate community, traditionally ignore several financial benefits of
ownership when making analyses: Interest Write-offs, Depreciation Write-offs,
Appreciation, how financing affects the investment, and the time value of money.
Also, the real estate community traditionally ignores many issues related to
things that occur after the first year. This “Benefits IPO” software uses
accounting principles to address these issues by analyzing all the financial
benefits of ownership for years 1–10 as if the income property were an annuity.
The IRR and NPV of the Financial Benefits of Ownership (NPV FBO) are stated and
can be thought of as the IRR and NPV of the “annuity”. The investor cannot get
assistance in these areas from the real estate community (unless they're using
this software). Also, although many real estate investors understand the real
estate principles involved, few understand the accounting principles involved.
Therefore, the investor needs a CPA’s assistance to address all of the issues
mentioned in this paragraph.
The investor especially needs a CPA’s help in determining the "value of the
investor’s projected financial benefits of ownership" (aka "Personal Value", aka
"Annuity Value"). Although the “Benefits IPO” software states the IRR and NPV
FBO, it does not explicitly state the value of the projected financial benefits
of ownership. Stating the value of the projected financial benefits of ownership
is beyond the scope of this software and is something that the investor needs
their CPA’s help with. The projections made by this software are tools to assist
CPAs in making value decisions. PV FBO and NPV FBO are possible "Annuity
Values", but "Annuity Value" is not explicitly stated because the investor's CPA
must determine it.
Repairs & Improvements (R & I) - See the bottom of the "Instruc. Basic &
Advanced" sheet for an explanation/definition of this topic and for instructions
on how, why, and when to enter R & I input data into the "Form" sheet.
Comparables (aka Comparable Properties) Also see the "Instruc. Basic & Advanced"
sheet for how to enter "Comparables" data into the "Form" sheet.
Comparables are similar properties in a similar location which are for sale, or
have recently been sold, or have a sale pending on them.
Also, in the case of income properties, a comparable is any similar property
which may be used for comparing income, expenses, vacancy factor, and other
operational details, regardless of whether the property is for sale or has ever
been sold.
Often you will want to compare properties as potential investments. When
comparing properties, you can only compare properties of like type and
condition, and then only if the numbers are correctly calculated using the same
methods. If you do all the calculations yourself by using this software, you can
assure yourself that the numbers were calculated using the same methods on all
properties which means you are comparing apples to apples, so long as the
properties are of like type & condition and the input numbers are accurate.
If you cannot find a property that is exactly alike, you will have to find as
similar a property as possible and then make adjustments to the lesser property
to bring it up to (hypothetical) equality with the better property. Then you can
make comparisons. The more alike the properties are to begin with, the less you
will have to adjust, and the more accurate the comparison.
Instructions on how to use this software with comparables are in the "Instruc.
Basic & Advanced" sheet in the "Advanced Instructions" section.
Adjustments (in regard to comparables and market analysis) (also see comparables
above)
See the bottom of the "Instruc. Basic & Advanced" sheet for an
explanation/definition of this topic and for instructions on how to enter
adjusted input data into the "Form" sheet.
Historically Based Input Amounts
Input amounts based on the historical (i.e. - past and/or current) performance
of the subject property, such as Contract Rents, Historical Expenses, Historical
Vacancy Factor, etc.
Market Based Input Amounts
Input amounts based on the performance of comparable properties, such as the
Market Rent, Market Expenses, Market Appreciation, Market Vacancy Factor, etc.
Contract Rent - what the income actually is for the subject property.
Historical Expenses - the actual past Expenses of the subject property.
Historical Vacancy Factor - the actual past Vacancy Factor of the subject
property.
Market Rent - the income amount that it seems reasonable that the subject
property should have based on the rents of comparable properties. See the above
"Market", "Historical", and "Contract" items.
Market Vacancy Factor - the Vacancy Factor that it seems reasonable that the
subject property should have based on the Vacancy Factors of comparable
properties. See above "Market", "Historical", & "Contract" items.
Market Expenses - the expense amount that it seems reasonable that the subject
property should have based on the expenses of comparable properties. See the
above "Market", "Historical", and "Contract" items.
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WARNING -- If you are getting input numbers that represent "historical numbers"
from someone else, such as a seller, you should verify those input numbers
yourself. For example, if the seller tells you the electricity runs $X per
month, you should call the electric company and ask them, or ask the seller for
receipts. My point is that you have to get good input numbers before you start
entering numbers into the software, and you need to verify those numbers
yourself and not take someone else's word for it.
This warning applies when you are making projections based on the Contract
Rent(s) (actual rents), Historical Vacancy Factor, Historical Expenses, etc.
Projections based on these amounts will tend to show how the property would
perform over the next 10 years if under the SAME MANAGEMENT as before the
investor purchases the property. However, if the property were mismanaged, its
historical performance would not be a good indicator of how it would perform
under new management. If the new management were more competent than the old,
then the property's future investment performance would more closely resemble
the performance of comparable properties. Remember, historical performance
indicates how the property has done under past management, not how it will do
under future management.
To see the potential the property has under new management, look at the
performance of comparable properties. This will also help you see if the past
management's historical performance is up to par. If done properly, this can
help you arrive at the most reasonable input numbers, which will give the most
reasonable projections.
In addition to a presentation of projections based on historical numbers, it is
also advisable to make a presentation of projections based on the Market Rents,
Market Expenses, and other "market amounts". This means rents, expenses,
appreciation, etc., according to what comparable properties show as reasonable.
This is a "market based" presentation.
Typically the investor should be given (at least) two presentations of
projections, one with input numbers based on the historical performance of the
subject property, and another with input numbers based on market values (i.e. -
what the rents, vacancy factor, and expenses should be based on comparable
properties). The investor should be clearly informed which presentation is
which, and what the input numbers are based on.
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Net Operating Income (see Net Income below)
Net Income (as calculated by real estate vs. accounting practices)
Real estate practice is to use the terms Net Income and Net Operating Income
interchangeably because in real estate practice they are synonymous. In real
estate practice the Operating Expenses are deducted from the Adjusted
(Effective) Gross Income to arrive at the "Net Income" aka "Net Op Income".
Depreciation and Interest Expense ARE NOT deducted from the Adjusted (Effective)
Gross Income.
In accounting practices, the terms Net Operating Income and Net Income are two
different things. Net Operating Income is calculated by deducting Operating
Expenses, including Depreciation, from the Adjusted (Effective) Gross Income
(Interest is not deducted). Net Income is calculated by deducting all expenses,
including Depreciation and Interest.
This software intentionally avoids stating the dollars of Net Operating Income
or Net Income anywhere. This is to avoid confusion because these terms mean
different things in real estate vs. accounting practices. However, the terms
"Net Income" and "Net Operating Income" are used to explain several concepts.
Therefore, always read the notes to see which "Net Income" or "Net Op. Income"
is being referred to (i.e.- real estate or accounting).
OAR (aka Overall Rate of Return) - see Cap Rate below
Cap Rate aka Overall Rate of Return (OAR) is based on the 1st year only
(actually the first month X 12).
A higher Cap Rate (OAR) suggests a better Property Price to Net Income
relationship. Therefore, a higher Cap Rate is better than a lower Cap Rate if
the properties are in like (equal) physical condition. They are rarely in equal
condition, which is why Property Price adjustments should usually be made before
calculating Cap Rate (OAR). Many other factors besides Cap Rate (OAR) should be
taken into consideration when evaluating an income property.
There are different ways to calculate Cap Rate according to what part of the USA
you are in.
The software uses the method that is the most common.
Standard Real Estate Practices (SREP) (used by lenders, agents, appraisers,
developers, etc.) differ from Generally Accepted Accounting Principles (GAAP)
with regard to "Net Operating Income" and "Net Income" calculations. SREP uses
these terms interchangeably and calculates them WITHOUT deducting Depreciation
or Interest expense from the Adjusted (Effective) Gross Income. This software
adheres to both SREP and GAAP, except with regard to ''Net Operating Income''
and ''Net Income'' calculations, which are calculated according to the context
of the topic. To reduce confusion, neither dollars of "Net Operating Income" or
"Net Income" are shown anywhere in this software; however, the SREP calculated
NOI and NI are used to calculate Debt Coverage Ratios (DCR) and Cap Rate (OAR).
Cap Rate is Year 1 Net Income divided by Purchase Price.
Net Income here means as calculated by real estate practices. Depreciation and
Interest are not deducted from the Adjusted (Effective) Gross Income when
calculating the Net Income.
Net Income is arrived at by deducting the Vacancy Factor, Expenses, and
Management Fee from the Scheduled Gross Income. Net Income is always a
projection, even on buildings with an operating history, because the Net Income
and Expenses used are the projected 1st year (into the future) Net Income based
on taking the monthly figures at the time of the property purchase (or
hypothetical purchase) and multiplying by 12 to get an annual number. Cap Rate
does not take into account anything beyond the 1st year, and in the 1st year
does not consider Depreciation (related Tax Benefits), Appreciation, or Interest
write-offs. Cap Rate is a convenient, but very superficial way to evaluate an
income property.
Cap Rate is commonly used by investors and agents because it is simple and
convenient to calculate, and because it is stated in most income property
listings which allows convenient comparisons of comparable properties. IRR is a
much better indicator, but is more difficult to calculate (without software),
and requires more input data, and therefore more research. Also, Cap Rate is in
regard to the property, regardless of who the investor will be. IRR is based on
a combination of the property data and the investor's personal data (financing
terms, Tax Bracket, etc.). Therefore, Cap Rate is a good way to make a
superficial analysis of large numbers of comparable properties, especially if
you do not know who the investor will be, but IRR is a good way to make an
in-depth analysis when the choices have been narrowed down to only a few
properties, and it is known who the prospective investor (buyer) is, and what
their personal data is (financing terms they can get, Tax Bracket, etc.).
Cap Rate is a projected number used to compare income properties for sale when
it is not known who the investor (i.e.- buyer) will be. To be a valid comparison
the properties have to be like properties in like condition, and the Cap Rates
have to be correctly calculated using the same calculation method. Even if all
these things happen, the Cap Rate is static because it doesn't consider
Appreciation, Depreciation, time value of money, or other time issues. Cap Rates
also don't consider the effect that financing has on properties. Cap Rate is
lacking in information compared to IRR, but Cap Rate has the following
advantages: it is simple to calculate, only requires property data (not investor
data which may not be available), and is stated in almost all income property
listings nationwide (IRR is rarely stated, but if stated is usually an incorrect
figure anyway).
Gross Income Multiplier (GIM) - see Gross Rent Multiplier (GRM)
below:
Gross Rent Multiplier (GRM)
A lower GRM suggests a better Property Price to Income relationship. Therefore,
a lower GRM is better than a higher GRM if the properties are in like (equal)
physical condition. They are rarely in equal condition, which is why Property
Price adjustments should usually be made before calculating GRM. Many other
factors besides GRM should be taken into consideration when evaluating an income
property.
GRM is commonly used because it is convenient to calculate with a hand
calculator, NOT because it is a good or reliable financial indicator. GRM is not
very informative, but you need to understand GRM anyway because it is commonly
used and stated in listings. Understanding GRM is not as simple as you might
think (see below).
There are 4 different methods for calculating GRM. Also, GRM is sometimes called
"Gross Income Multiplier" (GIM). The calculation method and name depend on where
in the USA you are located.
In this software, the name "Gross Rent Multiplier" (GRM) is consistently used.
As for calculating the GRM, in some parts of the country the "Adjusted Gross
Income" (AGI) aka "Effective Gross Income" (EGI) is used for the calculation;
while in other areas the "Scheduled Gross Income" (SGI) aka "Potential Gross
Income" (PGI) is used.
This software always uses "Scheduled Gross Income" (SGI) in calculations because
that is most common.
Property Purchase Price divided by SGI = GRM (a lower GRM is better than a
higher one)
In some parts of the country Monthly SGI is used, while in other areas Annual
SGI is used. This software calculates it both ways, so that you get a "Monthly
GRM" and an "Annual GRM".
In some regional areas the monthly figure is called GIM and annual figure is
called GRM, and in other regions the reverse is true. To resolve this regional
terminology conflict, this software ONLY uses the term GRM and does NOT use the
term GIM. In this software there is a "Monthly GRM" and an "Annual GRM".
To manually calculate the Annual GRM, take the Purchase Price and divide the
Annual Scheduled Gross Income into it. First calculate the Gross Rent by taking
the monthly Gross Rent at the time of purchase and multiply by 12 (hence Annual
GRM is indirectly based on the first month). Since there is no appreciation
figured into this, and there will likely be appreciation, that means the GRM
number is conservative, but that is how it's done. This is for quick comparisons
to the GRMs of other properties. An Annual GRM of 8 means the price is 8 times
larger then the Annual Gross Income. If one property is an 8 and another a 9,
then the 9 costs more in relation to the Scheduled Gross Income.
GRM does not tell anything about property condition, expenses, appreciation,
depreciation, or a lot of other things, but is fast and convenient to figure
out, however it only is useful for like properties in "like condition". GRMs do
not consider the effects of time, expenses, or financing, so GRMs are not very
informative, but they are at least more likely to be truthful than Cap Rates
because a seller cannot misrepresent his monthly Scheduled Gross Income without
a high likelihood of being caught.
With Cap Rates a seller could misrepresent expenses and vacancy factor, and
thereby alter the Cap Rate to look falsely good. This is not as easy to verify
as is Gross Rent and Sales Price which are all that is needed to verify a GRM.
Both Cap Rates and GRM are supposed to be quick, easy comparisons of investment
properties, however the Cap Rate is too subject to misrepresentation to be taken
seriously, unless you carefully investigate the expenses and vacancy factor
which is not something you have time for if you are making quick and easy
comparisons of many properties. Therefore GRM is usually better for quick and
dirty comparisons. For an in-depth comparison, look at cash flow, return, and
especially at Internal Rate of Return (IRR). Of course you will want to verify
the income, expenses, vacancy factor for the local area, prior history of
appreciation in that locale, etc. The point is that it's worth investigating the
input numbers for the information you get from the returns, internal rate of
return, and cash flow. It is not worth the effort in my opinion to go to that
investigative trouble to check out a Cap Rate when the Cap Rate doesn't tell you
much anyway. GRM doesn't tell much either, but at least it's generally accurate
because it cannot easily be misrepresented, and it's fast to calculate as well.
Debt Service Ratio (DSR) - same as Debt Coverage Ratio (DCR)
Debt Coverage Ratio (DCR) aka Debt Service Ratio, aka Debt Service Coverage
Ratio
This software calculates Debt Coverage Ratio (DCR) based only on income,
expenses, and payments associated with the investor's interest in the subject
property.
DCR can also be calculated based on the investor's total personal income and
financial obligations, including those associated with the subject property.
However that is beyond the scope of this software.
There is a different Debt Coverage Ratio for each year of ownership based on
that year. The lender is primarily concerned with the Debt Coverage Ratio for
year one.
Also, if there is more than one loan, there is a DCR for each loan according to
its position, and there is a DCR for the total of all loans.
Standard Real Estate Practices (SREP) (used by lenders, agents, appraisers,
developers, etc.) differ from Generally Accepted Accounting Principles (GAAP)
with regard to "Net Operating Income" and "Net Income" calculations. SREP uses
these terms interchangeably and calculates them WITHOUT deducting Depreciation
or Interest expense from the Adjusted (Effective) Gross Income. This software
adheres to both SREP and GAAP, except with regard to ''Net Operating Income''
and ''Net Income'' calculations, which are calculated according to the context
of the topic. To reduce confusion, neither "Net Operating Income" or "Net
Income" are shown anywhere in this software; however, they are used to calculate
Debt Coverage Ratios (DCR) and Cap Rate (OAR).
The Debt Coverage Ratio formula is as follows:
Annual Net Operating Income divided by Annual Loan(s) Payment(s) = DCR
Net Operating Income in this context means as calculated by real estate
practices. Depreciation and Interest are not deducted from the Adjusted
(Effective) Gross Income when calculating the Net Operating Income. In real
estate practices, the terms Net Operating Income and Net Income are synonymous,
and are different than in accounting practices.
This software uses annual figures, not monthly, so that balloon payments (if
any) are figured in.
DCR is used by lenders to determine how likely it is that a property will
generate enough net income to make the loan payments (i.e.- Lenders use this
ratio as one means to determine if a property is a good risk to loan money on).
The minimum ratio the lender requires to make a loan will depend on the lender,
the borrower's credit, the type of property, the property's Cash Flow, and the
loan terms.
DCR is how many times larger the estimated Net Operating Income is than what the
loan payments would be for the same time period.
If you are a lender you know all this. If you are not a lender you should
consult a lender regarding the minimum debt ratio they will accept if they are
making a loan on a specific property, to a specific borrower, at a specific
time.
If there is a 2nd position loan, the 2nd position loan's DCR is best described
by the following formula:
(Net Operating Income - 1st Position Loan's Payment) / 2nd Position Loan's
Payment = 2nd Position Loan's DCR
For a 3rd position loan the DCR would be as follows:
(Net Operating Income - 1st Position Loan's Payment - 2nd Position Loan's
Payment) / 3rd Position Loan's Payment = 3rd Position Loan's DCR
Principal Paid - is called Loan Reduction in this software because it reduces
the Balance Owing on the Loan(s).
Loan Reduction
What is the "Loan Reduction" category in the "Total Benefits sheet"? It is a
term unique to this software.
In the "Cash Flow" sheet the entire Loan Payment was subtracted from the
Scheduled (Effective) Gross Income when calculating Cash Flow . The Principal
portion of the Loan Payment is not lost value, so it must be added back to the
value stream when calculating the benefits of ownership, simple return, and IRR
in the "Total Benefits" sheet.
Therefore, the Principal portion of the Loan Payment is added back to the value
stream in the Loan Reduction (aka Principal Paid) column of the "Total Benefits"
sheet so that the Annual Benefits Total for each year can be calculated. The
Annual Benefits Totals are then used to calculate simple returns and IRR.
Loan Reduction is what RealBenefits calls the Principal portion of the Loan
Payment where it is added back into the value stream in the "Total Benefits"
sheet.
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Here is another way of looking at Loan Reduction. Look at the "Annual Cash Flow"
sheet. The Payment on Loan(s) is deducted from the Adjusted (Effective) Gross
Income; the Operating Expenses and Management Fee are also deducted. This
results in the Annual Cash Flow (pocketable cash).
Now look at the "Total Benefits" sheet.
The Annual Cash Flow from the "Annual Cash Flow" sheet is entered into the Cash
Flow column on the "Total Benefits" sheet. REMEMBER that the Annual Cash Flow
figure is cash in the investor's pocket AFTER paying all Loan Payments,
Operating Expenses, and Management Fees.
The Principal Paid is not cash the investor can put in his or her pocket, but is
not an expense either. It is savings in the form of Equity Increase and must
therefore be added back to the value stream when calculating the financial
benefits of ownership. The Loan Reduction (aka Principal Paid) column in the
"Total Benefits" sheet is where that value is added back to the value stream.
Inflation (how it affects Debt, Appreciation, Cash Flow, and profit)
Inflation benefits a money borrower because it decreases the value of each
dollar owed. So while interest works to increase the amount of dollars owed,
inflation decreases the value of each dollar owed. The higher inflation is AFTER
the borrower has obtained fixed rate financing, the better for the money
borrower. In this context, the borrower is the income property owner who borrows
money to purchase income property.
Inflation can be bad for money lenders who make fixed rate, fixed payment loans,
for the reasons described above. However, this software is written primarily
from the point of view of the property owner (who is the borrower) and their
agents (real estate, accountants, etc.). Therefore, from that point of view,
FUTURE inflation is very helpful to a borrower (property owner/investor) who has
PREVIOUSLY obtained a fixed rate, fixed payment loan during a time of LOWER
inflation. If the current inflation rate is high, borrowers may find it
difficult or impossible to find a low interest fixed rate, fixed payment loan.
However, if the borrower (property owner/investor) can obtain fixed rate
financing during a period with low interest rates (during low inflation period),
then high inflation occurring AFTER that will help the borrower.
Inflation also causes rent/lease income and expenses to increase by a similar
percentage, thereby increasing the net income. If the loan has a fixed rate and
payment, then it's much easier for the property owner to pay the loan payments
after inflation occurs because the net income has increased due to inflation
while the Loan Payment stayed the same, which means that Cash Flow increases.
Inflation increases Net Income and Cash Flow.
Inflation is one of many causes of property Appreciation, and therefore, Equity
Increase. There are also other causes of Appreciation and Equity Increase:
supply and demand for location, zoning and therefore local politics, local
economy, etc.) (Principal portion of Loan Payments also increases Equity).
The more inflation the better for the property owner, so long as it occurs AFTER
they purchased the property and obtained fixed rate financing, and DURING the
time they own the property but are not trying to sell it. It is difficult to
sell property when inflation is high because buyers have difficulty obtaining
attractive financing terms (i.e.- interest rates are high when inflation is
high).
A time of high inflation is usually not a good time to buy property because
interest rates are high, so therefore it is also a difficult time to sell
property. High inflation is a hindrance to buying or selling an income property,
but it is great for the property owner if they are not trying to sell at that
time AND they previously acquired low interest, fixed rate financing (during a
time of lower inflation).
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Note that in this software on the Form sheet line 10 is the Inflation grey data
input cell. Enter a reasonable projected future average annual Inflation for the
next 10 years. i.e. - enter what you think annual inflation will typically be
over the next 10 years. Consult a CPA as needed.
The percentage you enter for Inflation is used to increase the income and
expenses each year for 10 years in the software's presentation.
Inflation dollar amounts (in the software's presentation) compound annually
based on a 360 day year. A 360 day year is used because that is standard
practice in the lending and real estate professions. This is the same principle
as a compound interest loan, except that the property owner is receiving it
instead of paying it.
Appreciation
The general concept of property appreciation is so simple and basic that
everyone reading this probably understands it well enough that there is no need
to cover the basics. So I will cover a more advanced area of appreciation. How
do you decide what projected future annual Appreciation % to enter in the Form
(data input) sheet? Entering a reasonable % is not as simple as you may think.
You may know how to do the research, but do you know how to do the calculations
CORRECTLY? Please finish reading this before you decide if you know how to do
these things correctly.
If you think that deciding on a reasonable, projected, future Annual
Appreciation % is as simple as guessing, or as simple as looking at the past
history of the subject property and comparable properties and using arithmetic
to find the Annual Appreciation % based on past sales, then you do not
understand what is involved, so you need to read the rest of this topic.
Your goal should be to enter (in the Form sheet) a reasonable, projected, future
average Annual Appreciation for the subject property based on the past average
annual appreciation of several comparable properties, and the subject property
itself, if it has been bought and sold before.
You can enter your best guess to get a book of projections, but if you want to
create professional, accurate projections, then you must do some background
research and calculations. The research involves going to the title company or
assessor's office (don't rely only on a multiple listing service because at
least half of income properties are sold by their owner or by a commercial real
estate agent who does not enter income properties in the MLS) with a list of
comparable properties and determining the prices each property sold for the last
2 times. Also do this with the subject property if it has been sold at least
twice before. If the subject property has not been sold twice before, which is
the case with newer properties, then research comparable properties.
The difference between the prices each time a property sold obviously is your
total dollars of appreciation.
You also have the time elapsed between the sales.
It may seem like common sense that you could use arithmetic to find the average
% annual appreciation (compounded yearly). That would be WRONG and would
mistakenly inflate the average annual appreciation. Annual Appreciation
compounds each year, which means the property value grows exponentially. That
means algebra, logs or roots, not simple arithmetic, must be used. Sure you can
use simple arithmetic to go forward in time to determine dollars of appreciation
when you are given the percentage, but you CANNOT use arithmetic to find the
percentage; you need algebra, or a financial calculator or software that does
the algebra for you (i.e.- you can go forward in time with simple arithmetic,
but cannot go backward in time, except with algebra, specialty calculator, or
software). RealBenefits' Appreciation workbook can solve this for you.
Once you correctly solve the historical (past) average annual appreciation
percentage for one comparable property, you should do a few more comparables.
Once you have 5 or so comparable properties, you should take the median value.
That means take the most common value. For example, if you solved for the
(historical, past) appreciation percentage of 5 comparable properties, and you
got these percentages:
3%, 5%, 5%, 6%, 10%, you would use 5% as your median historical appreciation for
that type of property in that area because we have an odd number of values to
choose from, so we just pick the middle value of 5%. If you had an even number
of comparables, you would take the two middle values, add them together, and
divide by 2.
In this example, when filling out the Form sheet line 10 in this Benefits IPO
workbook, you would enter 5% for the (projected future) Appreciation for the
subject property (based on your research).
For those wanting to use a financial calculator to find the average annual
appreciation percentage compounded yearly, plug the earlier sales price into
present value, the later sales price into future value, plug the number of years
into the number of periods (3 years is 3 periods, 5 years & 6 months is 5.5
periods, etc). You do not enter anything for payment. Solve for interest (paid
at end of each period). If you entered the data correctly, you get the correct
answer. However, unless you are very confident, you will have nagging doubts
that you pushed the correct buttons, etc.,
I suggest you take the easy way out and use RealBenefits "Appreciation"
template. You can find it by going to the menu at the top left of your screen.
See "File", "New", "All Types of Real Estate", "New Appreciation Workbook". It
will do all the calculations for you. All you have to do is type in 4 input
numbers: The price the property sold for each of the last two times it sold, and
the dates of each sale. What could be easier? The math is done for you. You
don't have to wonder if you hit the correct keys on a calculator because there
are no keys.
All you have to worry about is entering 4 input numbers: the 2 sales prices, and
the 2 dates of each sale.
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Note that in this software on the Form sheet line 10 is the Appreciation grey
data input cell. Enter a reasonable projected future average annual Appreciation
for the next 10 years. i.e. - enter what you think annual appreciation will
typically be over the next 10 years. Consult a commercial appraiser as needed.
The percentage you enter for Appreciation is used to increase the Property Value
and Equity each year for 10 years in the software's presentation. From this is
derived the Equity Increase, which is one of the financial benefits of
ownership.
Appreciation dollar amounts and therefore Property Value (in the software's
presentation) compound annually based on a 360 day year. A 360 day year is used
because that is standard practice in the lending and real estate professions.
This is the same principle as a compound interest loan, except that the property
owner is receiving it instead of paying it.
Equity Build-up - is the same as Equity Increase. This software uses the term
"Equity Increase" abbreviated as "Equity Incr."
Equity Increase - is the same as Equity Build-up. This software uses the term
"Equity Increase" abbreviated as "Equity Incr."
Equity Increase = Appreciation + Loan Reduction
(Remember that "Loan Reduction" is "Principal Paid")
Also see Return on Equity (far below in Return section)
Depreciation
This is a "Tax Deduction" given to income property owners to compensate for wear
& tear on the property structures. For more information see "Tax Deduction" on
this sheet. Also, see the notes on the "Form" sheet, see the "Depreciation"
sheet, and see the "Total Benefits" sheet's Tax Benefits columns for more
information on depreciation and tax matters.
PDIG (Percent Depreciation this Investor Gets)
This is the percent of the depreciation (on the property structures) that this
specific investor gets to deduct from their taxes. This is 100% in the most
common situation, which is when the loan is a recourse loan and the investor
owns 100% of the property. However, in situations where the investor has less
than 100% interest in the property (part-ownership), the PDIG will be less than
100%, and may be different for each part-owner in the property (even if they
have the same percentage of ownership).
This software auto-calculates the PDIG for you based on your answers to the
questions in the "Form" sheet in items 25, 26, 27, and 28 which are: "What is
the % ownership being analyzed?", "What type of entity is the property buyer?",
"Is the loan recourse or non-recourse?", and "Who is liable for the loan?".
If the investor's CPA wants some other % PDIG entered instead of the % the
software auto-calculated, you can manually override and use any % the CPA tells
you. However, unless a CPA tells you otherwise, don't worry about the PDIG; just
let the software use its auto-calculated PDIG.
To see the "Auto-Calculated PDIG" see line 15 of the "Form" sheet, the white
cell with a percentage in it.
To see the "Manually Entered PDIG" see line 15 of the "Form" sheet, the yellow
cell. The amount manually entered in the yellow cell (if any) will not override
the white cell unless the appropriate drop-down box choice is selected in line
15 of the "Form" sheet!
More detailed PDIG information is located in the "Instruc. Part-Ownership"
sheet.
You should ignore the PDIG issue altogether and let the software automatically
handle it, unless the investor's CPA wants a different PDIG used than the PDIG
showing in the white cell in line 15 of the "Form" sheet.
Tax Write-off - Tax Write-off and Tax Deduction are synonymous. See Tax
Deduction below.
Tax Deduction
The dollar amount you can deduct from taxable income. Do not confuse "Tax
Deduction" with "Tax Reduction". See Tax Reduction below.
Tax Reduction
Tax Deduction X Tax Bracket = Tax Reduction
Tax Reduction, Tax Savings, and Tax Benefit are synonymous. See definition of
"Tax Benefit" below for a full explanation.
Tax Savings
Tax Reduction, Tax Savings, and Tax Benefit are synonymous. See definition of
"Tax Benefit" below for a full explanation.
Tax Benefit
Tax Benefits are the Tax Reductions that result from Tax Deductions.
Tax Deduction X Tax Bracket = Tax Reduction aka Tax Benefit
Mathematical Example: $1,000 Tax Deduction X 36% Tax Bracket = $360 Tax
Reduction aka Tax Benefit
For example, a $1000 Deduction for a person in the 36% Tax Bracket is a $360 Tax
Reduction (aka - a $360 Tax Savings, aka - a $360 Tax Benefit). The person in
this example pays $360 less taxes than they otherwise would have. Generally this
would be $360 less taxes on the income of the subject property. Whether the $360
Tax Reduction resulting from the $1,000 Deduction can be taken against "other
income" (other than that generated by the subject property) if the subject
property has a Net Loss (as calculated by accounting principles) is something
this software does not address, but the investor's CPA should.
This software is a combination of real estate and accounting practices. One of
the real estate practices followed is that "Cash Flow" is segregated for
separate analysis in the "Annual Cash Flow" sheet (prior to calculating Total
Annual Benefits in the "Total Benefits" sheet). Therefore, certain adjustments
must be made in the "Total Benefits" sheet to bring the analysis back in line
with accounting principles before calculating the "Total Annual Benefits"
column. Once these adjustments have been made, the "Total Annual Benefits"
column is calculated and its data (value inflows) and the Total Investment
(initial value outflow) are analyzed as an annuity to determine the simple
return, IRR and NPV FBO (Net Present Value of future Financial Benefits of
Ownership compared to an alternative investment) (NPV FBO also depends on the
Discount Rate).
An explanation of each adjustment and the related concepts follows:
When Cash Flow is calculated in the "Annual Cash Flow" sheet the Loan Payment,
Op. Expenses, and Management Fee are subtracted from the Adjusted (Effective)
Gross Income. This determines Cash Flow, but treats 100% of Principal Paid, as
lost value. However, it is not lost value. Principal Paid is savings in the form
of Equity Increase ("savings" as in value set aside for future use).
Tax Deduction x Tax Bracket = Tax Reduction (aka Tax Benefit)
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$1,000 Tax Deduction X 36% Tax Bracket = $360 Tax Reduction
In this example, $1,000 Depreciation is a $1,000 Tax Deduction which results in
a $360 Tax Reduction.
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The value of the Principal Paid and the value of the Tax Reductions resulting
from Depreciation must be added to the value stream when calculating annual
benefits in the "Total Benefits" sheet.
The "Loan Reduction" column adds back the value of the Principal Paid (i.e.-
adds back the principal portion of the Loan Payments) to the value stream.
The "Tax Benefits" column adds the value of the Tax Reductions that result from
Depreciation to the value stream.
What is shown in the "Total Benefits" sheet is the potential Tax Reductions due
to Depreciation. The dollar amount of the annual Tax Reduction is called Tax
Benefit.
Note: Real estate practice does not deduct Depreciation from Adjusted
(Effective) Gross Income when calculating Net Income or Net Loss (accounting
practice does).
Note: The terms Net Income and Net Loss used in the following context mean as
calculated by accounting practices, not real estate practices. This means that
in addition to Operating Expenses, the Depreciation and Interest Expenses are
also deducted from the Adjusted (Effective) Gross Income when calculating Net
Income or Loss.
Most income properties' Deductions (by accounting practice) result in a Net Loss
for the first several years which may potentially be used as a Deduction against
the investor's "other income". "Other income" is income other than that
generated by the subject property. Examples of "other income" are wages the
investor earns from a job, and/or income from another income property.
Alternatively, it is possible that a Net Loss may be carried forward and
Deducted against the future Net Income of the subject property.
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The investor's CPA will have to determine if any Net Loss during the early years
of operation can be Deducted against the investor's "other income" or can be
carried forward against the subject property's future Net Income. Likewise, the
CPA will also have to determine if Net Profit in the later years of operation
will increase the investor's overall personal tax liability. This software does
not make these determinations. It assumes that all potential Tax Reductions (Tax
Benefits) can be used at the end of each year shown (see the "Tax Benefits"
column in the "Total Benefits" sheet) whether to reduce the tax on the subject
property's Net Income, other income, or both. The investor's CPA must determine
how much of the potential Tax Benefits (Tax Reductions) the investor can
actually use, and when the investor can use them. The IRR is calculated based on
the assumption that all potential Tax Reductions (Tax Benefits) can be used at
the end of each year shown, whether used to reduce tax on the subject property's
Net Income, the investor's "other income", or both. All the potential Tax
Reductions shown can be used to reduce the tax on the subject property's Net
Income when there is a positive or zero Net Income. However, when a Net Loss
occurs, some of the Tax Reductions shown cannot be used relative to tax on Net
Income that year; but may potentially be used to reduce tax on "other income"
that year, or be carried forward to reduce tax on the subject property's future
Net Income. Over 10 years, most subject properties have a Net Loss for the first
few years, break even around the mid year(s), then have a Net Profit for the
last few years. Therefore, the initial Net Losses are usually approximately
balanced out by the later Net Profits with regard to overall personal tax
liability. In fact, with regard to "tax on other income" and the investor's
total tax liability, the initial Net Losses usually outweigh the later Net
Profits resulting in a slightly positive time value of money effect with regard
to "tax on other income" and overall tax liability issues and IRR. This is
because time value of money, and therefore the IRR, gives more importance to
earlier events. In other words, once the CPA considers the projected initial Net
Losses and the later projected Net Profits of the subject property, and the
investor's "tax on other income" ramifications over 10 years into account, the
projected IRR is usually a little higher than the software shows, although not
materially higher.
This software considers tax on Net Income of the subject property related
issues, but ignores tax on "other income" issues in its calculations (i.e.-
ignores overall personal tax liability) because:
1) The "tax on other income" issue is usually a wash over 10 years with regard
to the subject property's IRR.
2) If not a wash, it usually has a slightly positive, but not material effect on
the IRR.
3) Mathematically addressing the investor's "tax on other income" issues (i.e.-
the investor's overall personal tax situation beyond the subject property's
operation) is beyond the scope of this software and must be addressed by the
investor's CPA.
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This software displays all potential Tax Reductions in the "Tax Benefits" column
of the "Total Benefits" sheet. The annual Tax Reductions shown result from
Depreciation Deductions that can be taken against the subject property's Net
Income at the end of each corresponding year. This means the investor can use
most of the potential Tax Reductions (Tax Benefits) shown at the end of each
corresponding year. However, a small portion of the potential Tax Reductions
(Tax Benefits) shown during the first few years of operation are often related
to a Net Loss; and must therefore either be used to reduce tax on "other income"
that year, or be carried forward to reduce tax on future Net Income (or may not
benefit the investor at all, as determined by the investor's CPA).
Generally, for the first several years of operation the investor will be able to
use most of the potential Tax Reductions shown at the end of each corresponding
year to reduce the tax on the Net Income. This is because most of the related
Deductions can be used against the subject property's Net Income at the end of
each corresponding year. The investor may be able to use the rest of the Tax
Reductions to reduce tax on "other income" that year, or may be able to carry it
forward to reduce tax on future Net Income, or may not benefit from it at all.
This is because most income properties have a Net Loss for the first few years
of operation.
Generally, during the mid and later years of operation the investor will be able
to use all of the potential Tax Reductions shown at the end of each
corresponding year to reduce the tax on the Net Income. This is because all the
Depreciation Deductions can be used against the subject property's Net Income at
the end of each corresponding year. This is because most income properties break
even during the mid year(s) and have a Net Profit during the later years.
Therefore, during the mid and later years, all potential Tax Reductions (aka Tax
Benefits) shown can typically be used to reduce the tax on the Net Income at the
end of each corresponding year. This means that during the mid and later years
the investor can typically benefit from all of the potential Tax Reductions (Tax
Benefits) shown.
The investor's CPA must determine how much of the potential Tax Reductions (aka
potential Tax Benefits) shown each year the investor can actually use, and when
they can be used. See the "Tax Benefits" column in the "Total Benefits" sheet
for specific "Tax Benefits" numbers and data.
Gain (see specific Gain topics related to Appreciation and Depreciation below)
Gain is the investor's profit from selling the property at the time of sale,
which in this software is at the end of the 10th year. Gain is the Appreciation
over the term of ownership less closing costs when the property was purchased
plus dollars of Depreciation related Tax Deductions taken over the term of
ownership.
When analyzing an investor's partial ownership (less than 100%) in a subject
property, the Gain allotted to that investor is determined according to the
input data entered for that investor in items 15, 20, 21 and 25 through 28 on
the ''Form'' sheet. The allotment IS NOT necessarily a straight line
relationship to the investor's % ownership.
Gain due to Appreciation (see the general topic of Gain above)
The increase in property value due to inflation and/or an increased demand for
land and/or improved properties less closing costs when the property was
purchased.
When analyzing an investor's partial ownership (less than 100%) in a subject
property, the Gain due to Appreciation allotted to that investor is determined
according to the input data entered for that investor in items 20, 21 and 25 on
the ''Form'' sheet. The allotment IS NOT necessarily a straight line
relationship to the investor's % ownership.
Gain due to Depreciation (see the general topic of Gain above)
That portion of the investor's overall realized gain (at the time the property
is sold) that is due to having taken tax deductions for the Depreciation of the
improvements over the time of ownership.
When analyzing an investor's partial ownership (less than 100%) in a subject
property, the Gain due to Depreciation allotted to that investor is determined
according to the input data entered for that investor in items 15, 20, 21 and 25
through 28 on the ''Form'' sheet. The allotment IS NOT necessarily a straight
line relationship to the investor's % ownership.
Capital Gains Tax
Tax paid on the gain from a sale of a capital asset. This is proportional to the
investor's dollars of the Gain as explained above.
When analyzing an investor's partial ownership (less than 100%) in a subject
property, the Capital Gains Tax allotted to that investor is determined
according to the input data entered for that investor in items 15, 20, 21 and 25
through 28 on the ''Form'' sheet. The allotment IS NOT necessarily a straight
line relationship to the investor's % ownership.
Capital Gains Tax on portion of Gain due to Appreciation
This capital gains tax rate is 15% at the time this software was designed, which
is why 15% is the default value on the "Form" sheet (data input sheet). In the
event that the rate changes in the future, you can enter any percentage
necessary in the grey data input cell on the "Form" sheet.
At the end of year 10, this software deducts from the investor's financial
benefits the taxes due at the time of sale. This is because this software makes
all projections based on the hypothetical assumption that the property is sold
at the end of the 10th year. Look at the "Total Benefits" sheet in the "Tax
Benefits" column. Notice that year 10 has a negative Tax Benefit number.
When analyzing an investor's partial ownership (less than 100%) in a subject
property, the Capital Gains Tax on portion of Gain due to Appreciation allotted
to that investor is determined according to the input data entered for that
investor in items 20, 21 and 25 on the ''Form'' sheet. The allotment IS NOT
necessarily a straight line relationship to the investor's % ownership.
Capital Gains Tax on the Recapture of Depreciation
Effective May 7, 1997, the capital gains tax rate on the recapture of
depreciation is 25%, which is why 25% is the default value on the "Form" sheet
(data input sheet). In the event that the recapture rate changes in the future,
you can enter any percentage necessary in the "Recapture of Depreciation" grey
data input cell on the "Form" sheet.
At the end of year 10, this software deducts from the investor's financial
benefits the taxes due at the time of sale. This is because this software makes
all projections based on the hypothetical assumption that the property is sold
at the end of the 10th year. Look at the "Total Benefits" sheet in the "Tax
Benefits" column. Notice that year 10 has a negative Tax Benefit number.
When analyzing an investor's partial ownership (less than 100%) in a subject
property, the Capital Gains Tax on the Recapture of Depreciation allotted to
that investor is determined according to the input data entered for that
investor in items 15, 20, 21 and 25 through 28 on the ''Form'' sheet. The
allotment IS NOT necessarily a straight line relationship to the investor's %
ownership.
ROI (Return on Investment)
Do not confuse ROI with Return. Return is simple return as explained in the next
section below. ROI is an accounting term, not a real estate term. People with
accounting backgrounds use ROI to describe the performance of an investment.
When ROI is used to describe real estate investments, this causes confusion. Do
not use ROI to describe real estate investments. Use Cap Rate instead of ROI.
Cap Rate and ROI are the same number once you consider the differences between
accounting practices and real estate practices. Operating Income in accounting
practices is the same number as Net Operating Income in real estate practices.
Therefore, Cap Rate and ROI are the same number and are synonymous. Cap Rate is
the correct term to use for real estate investments because Cap Rate is a real
estate industry term. Cap Rate is part of Standard Real Estate Practices (SREP).
You should not use the term ROI in a real estate context. For more information,
see the "Cap Rate" and "Net Operating Income" sections of this encyclopedia.
Return (Simple Return) (also see IRR below)
In Standard Real Estate Practice (SREP), the Return calculation is based on
initial equity (i.e. - Downpayment).
In Generally Accepted Accounting Principles (GAAP), the Return calculation is
based on the total value outflow required to purchase the property (i.e.-
annuity). The total value outflow required to purchase the property is called
the Investment. In this software, Return calculations are based on the
Investment, which is the Downpayment + Closing Costs + Exceptional Closing Costs
+ Loan Points.
Exceptional Closing Costs are repairs or anything else needed to close the sale.
A typical example is a when a new roof is required to close the sale.
This method of calculating Return complies with GAAP and shows slightly lower
returns than the SREP method because the Closing Costs, Exceptional Closing
Costs, and Loan Points are included in the Investment. This is a more accurate,
thorough, and honest way to calculate Return(s) than the SREP method. This GAAP
compliant method gives lower Returns due to using a larger Investment number.
What follows is an explanation of how Return is handled in this software.
Return is the percent of the Investment the investor gets back during a given
time period. For example, the Return for the 1st year is how much of the
Investment (Downpayment + Closing Costs + Exceptional Closing Costs + Loan
Points) the investor gets back the 1st year. The monthly Loan Payments are not
counted as part of the Investment because this is not money out of the
investor's pocket since the money for the monthly payment comes out of the
income received each month. Furthermore, the investor gets to write-off the
interest part of each loan payment, and the principal part is savings in the
form of Equity Build-up.
So the Year 1 Return on Investment is the 1st Year's Total Benefits divided by
Investment (Downpayment + Closing Costs + Exceptional Closing Costs + Loan
Points). The Year 5 Return on Investment is the 5th Year's Total Benefits
divided by Investment. And so on for each year if you want the return for a
specific year. You can calculate the projected return for any time period of
ownership. This software only calculates years 1, 5, & 9.
The Return for years 1-10 is referred to in this software as "Years 1-10
Cumulative Return". This is the Total Benefits of Years 1 through 10 divided by
Investment. The Total Benefits for years 1-10 is first found by taking the
"Total Benefits for Year 1" and adding to the "Total Benefits for Year 2" and so
on until each year's Benefits for all years 1-10 are summed. That sum is the
Total Benefits of years 1-10 which is the 10 years' Cumulative Benefits as seen
on the "Total Benefits" sheets in the "Cumulative Benefits" column.
This software calculates the projected Return for each year, and the cumulative
Return for years 1-10. This is Simple Return; it does not take into account the
time value of money (IRR does).
Return on Equity [also see Return aka Simple Return (above) and Equity Increase
(far above)]
Return on Equity is the Simple Return on Equity each year.
% Return on Equity is the Annual Benefits Total divided by the annual Equity.
When the Annual % Return on Equity becomes too low, that means it's time to
sell.
Too low is a subjective thing, but can be roughly described as follows:
When your Return on Equity is substantially lower than it would be if you
invested in another project, it's time to sell and invest in the other project.
For certain it's time to sell when your Return on Equity becomes negative. The %
Return on Equity shown here is calculated using the Annual Benefits Total from
the "Total Benefits" sheet. That is Standard Real Estate Practice. If the Annual
Benefits Total on the "Total Benefits W-O-T-B" sheet (Total Benefits without Tax
Benefits sheet) were used, the % Return on Equity would be slightly lower.
IRR (Internal Rate of Return) (also see Return aka Simple Return above)
The IRR is a type of return that does take into account the time value of money.
When an investor invests money in a property, he or she does so all at once in
the beginning, but the benefits of ownership are received in increments over
time. The invested money is tied up in the property and cannot be used for other
purposes, or draw interest in a bank account. Therefore, the time value of money
is a factor that should be considered when figuring an investor's return. IRR is
a type of return that does consider the time value of money, including its
effect on the money tied up in the investment, as well as considering the time
over which benefits are received.
IRR is the most important indicator of a property's long-term investment
performance. This software projects the IRR over 10 years. A projected IRR
suggests what the long-term investment performance may be for the investor.
However, an investor will not survive long enough to benefit from long-term
ownership (i.e.- IRR) unless the Cash Flow is good enough to make it possible to
pay expenses and loan payments.
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IRR is substantially higher and more accurate when calculated according to GAAP
than when calculated according to SREP. This is because GAAP takes into account
all the potential benefits of owning income property, including all the
potential Tax Benefits. SREP ignores most of the potential Tax Benefits. The
"Total Benefits" sheet follows GAAP. The "Total Benefits W-DP-T-B" follows SREP.
See these two sheets and compare their Tax Benefits, IRRs, and NPV FBOs.
Before calculating IRR according to SREP or GAAP, you can and should make
hypothetical adjustments to the Property Price to compensate for differences in
Property Condition, but most people forget to do this.
The IRR in the "Total Benefits" sheet is typically almost twice as high as the
IRR in the
"Total Benefits W-DP-T-B" sheet. This is because the "Total Benefits" sheet
follows GAAP with regard to Tax Benefits which results in considering all
expenses, including Depreciation and Interest, as Tax Deductions which result in
Tax Reductions (related to tax on the subject property's income). The "Total
Benefits W-DP-T-B" sheet follows SREP with regard to Tax Benefits which results
in considering Depreciation as the only expense Deduction which results in a Tax
Reduction. Therefore, the "Total Benefits" sheet shows all potential Tax
Benefits (aka Tax Reductions) while the "Total Benefits W-DP-T-B" sheet shows
only the Tax Benefits (aka Tax Reductions) resulting from Depreciation. The
result is that the IRR shown in the "Total Benefits" sheet is much higher.
It is also more accurate since the IRS follows GAAP, not SREP.
When filling out a listing form or other sales data for the subject property,
use the IRR shown in the "Total Benefits W-DP-T-B" sheet because it conforms to
SREP and therefore allows comparisons between the subject property and other
properties which are for sale. This makes your listing data credible because it
is based on SREP like the other agents/sellers property listing data so your
projected IRR is similar to the IRR of the other properties that are for sale.
When you meet with the buyer or their agent, use both IRRs. Explain that the IRR
shown in the "Total Benefits W-DP-T-B" sheet is calculated according to SREP and
you use it because it conforms to SREP. Also explain that the IRR shown in the
"Total Benefits" sheet is higher and more accurate because it is calculated
according to GAAP. Send them to their CPA with all 3 Benefits sheets and all the
other presentation (i.e.- output) sheets. This means print all the sheets to the
right of the "Form" sheet and give these sheets to the investor to bring to
their CPA (after you explain them of course).
Alternative Investment [also see Discount Rate (below)]
An Alternative Investment is any investment other than the Subject Property. The
Alternative Investment can be a real estate investment or a non-real estate
investment, such as stocks or bonds. The IRR of the best available Alternative
Investment is the Discount Rate of the Subject Property. The Discount Rate is
used to determine the Opportunity Cost of investing in the Subject Property
instead of the Alternative Investment.
Discount Rate [also see IRR and Alternative Investment (above) and NPV FBO
(below)]
The term "IRR" means the IRR of the subject property. The term "Discount Rate"
means the IRR of an alternative investment (other than the subject property).
The term "alternative investment" means the investor could invest there instead
of the subject property.
The term "investment money" refers to the money used for Down + Closing Costs +
Exceptional Closing Costs + Loan Points if the investor invests in the subject
property.
The Discount Rate is the % IRR the investor could be making in an alternative
investment with their investment money if they do not invest in the subject
property. 9% or 10% are common; however, this varies per investor. 9% is this
software's default. To be a useful number, you should enter a Discount Rate that
represents another investment opportunity that has a similar level of risk,
which is a judgment call you have to make.
See NPV FBO below.
PV FBO (Present Value of the future Financial Benefits of Ownership)
See Discount Rate (above) and NPV FBO (below).
NPV FBO (Net Present Value of the future Financial Benefits of Ownership)
Before reading about NPV FBO, you first need to read about Alternative
Investment, Discount Rate, and PV FBO above.
PV FBO - Investment = NPV FBO
NPV FBO means the Net Present Value of the future Financial Benefits of
Ownership. Enter a Discount Rate in the "Form" sheet which represents the % IRR
the investor could make on their investment money if they invested in the best
alternative investment that offers a similar level of risk. This software
calculates the PV FBO of the subject property reduced by the Opportunity Cost of
not having invested in the alternative investment. It then reduces the PV FBO by
the Investment dollars (Downpayment + Closing Costs + Exceptional Closing Costs
+ Loan Points) needed to purchase the subject property.
PV FBO - Investment = NPV FBO
The Opportunity Cost of not having invested in the alternative investment is
deducted in the calculation. The Opportunity Cost is based on the Discount Rate
you enter in the "Form" sheet. Opportunity Cost is the potential PV FBO (Present
Value of the future Financial Benefits of Ownership) of the alternative
investment. I.e.- Opportunity Cost is the PV FBO that could be attained by
investing in the alternative investment instead of the subject property. The
Investment (Down + Closing Costs + Exceptional Closing Costs + Loan Points) is
also deducted when calculating the NPV FBO of the subject property.
PV FBO (of subject property) - Investment (in subject property) = NPV FBO (of
subject property)
The terms "investment money", "Investment", and "total investment" mean the
money used for the Down + Closing Costs + Exceptional Closing Costs + Loan
Points if the investor buys the subject property, or that same money invested
elsewhere in an alternative investment. The purpose of entering a Discount Rate
is to figure out the Opportunity Cost of not having invested in the best
available alternative investment so that Opportunity Cost can be deducted when
calculating the NPV FBO of the subject property.
FYI - If you enter a Discount Rate equal to the subject property's IRR, the NPV
FBO equals zero dollars because investing in the subject property is no better
or worse than investing in that alternative investment.
If the NPV FBO is greater than the Investment (Down + Closing Costs +
Exceptional Closing Costs + Loan Points), then the NPV FBO indicates that the
subject property is that many dollars better an investment than the alternative
investment. For Discount Rate to be a reasonable number it needs to be in regard
to an alternative investment that has a similar level of risk. The alternative
investment that the Discount Rate is based on does not have to be real estate.
It can be stock, bonds, or anything else.
Discount Rate is specific to each investor according to the best alternative
investment available to that investor.
Therefore, the subject property can be a good investment for one investor, but
not for another.
Appraisers and listing agents generally do not need to concern themselves with
NPV FBO (although they do other types of NPV calculations not covered by this
software). This is because when appraising or listing an income property, the
Discount Rate, Tax Bracket, and other investor specific input data items should
be left at the defaults which are intended to represent the "typical" investor.
Selling agents should be concerned about the NPV FBO because it can show a
specific buyer why the property is a better investment than an alternative
investment. NPV FBO and IRR can make comparisons to alternative investments that
are real estate or non-real estate, such as stock. Selling agents can input the
investor specific data (Tax Bracket, Discount Rate, etc.) because they know who
the Buyer is, and therefore can obtain the investor specific data.
Lenders should be concerned about the Discount Rate, NPV FBO, and other investor
specific data because if the subject property is not a good investment for the
investor, the investor will be less motivated to make their payments. This is
because if they can make more money elsewhere than by owning the subject
property it would be more profitable for the investor to let the payments lapse
and let the lender have the property back. Even if the investor is not aware of
this at the time they purchase the subject property, they may become aware of it
at a later time. Therefore, it is in the lender's best interest to make a loan
to help the investor purchase the best investment for that investor.
See Discount Rate above.
Cash Flow
Cash Flow is how much money is left each month after paying Expenses (not
counting depreciation), Management Fee (if any), and the Loan Payment. Cash Flow
is the best indicator of short-term success (i.e.- survival) for an investor. A
healthy Cash Flow is essential for the investor to survive long enough to gain
the long-term benefits of ownership indicated by IRR. The Cash Flow for the
first few years is crucial for the investor to survive. After the first few
years, Cash Flow is usually much better due to rent or lease increases while the
Loan Payment is fixed and does not increase over time. This improvement in Cash
Flow relies on having a fixed Loan Payment and increasing rents over time due to
Inflation and/or Appreciation. However, even a variable rate loan generally
allows better Cash Flow as time goes by because the rents will eventually
increase beyond potential payment increases; but in the early years of an income
property investment, before rents have risen much, a variable rate loan can be
risky and stressful for the investor.
Exceptional Closing Costs
All non-financed repairs or improvements which are to be made before, soon
after, or within one year of closing and are to be paid for by the buyer; or are
a hypothetical means of adjusting a subject property to a hypothetical state of
equality with a comparable property. Type the "Exceptional Closing Cost" amount
in the "Form" sheet in the grey cell of line 22.
Exceptional Closing Costs are paid before, at, or soon after closing by the
buyer.
If the repair is to be financed, it is not an Exceptional Closing Cost, but
instead should be added to both the Property Price and the Loan Amount (i.e. -
not to the Closing Costs since it is financed).
Reserves (aka Replacement Reserves put into a "Reserves Account", i.e.- savings account)
If you want to follow Generally Accepted Accounting Principles (GAAP):
DO NOT include Reserves (if any) in the "Mo. Operating Expense" amount you enter in the grey cell in line 8 of the "Form" sheet because this would invalidate the Cash Flow, IRR, NPV FBO, and Cap Rate (OAR).
This means DO NOT treat Reserves as an expense because "Reserves money" is NOT spent when the Reserves are set aside. It is put into savings and earns interest until the repair is needed; it does not become an expense until the repair is made. Therefore, DO NOT enter Reserves anywhere in this software, even if this property will have Reserves.
Cash Flow, IRR, NPV FBO, and Cap Rate (OAR) will not be affected because you DO NOT treat Reserves as an expense.If you want to follow Standard Real Estate Practice (SREP)
DO include Reserves (if any) in the "Mo. Operating Expense" amount you enter in the grey cell in line 8 of the "Form" sheet because this treats Reserves as a Monthly Expense, which is what you want. DO NOT enter Reserves anywhere else in this software.
This means DO treat Reserves as an expense because "Reserves money" is NO LONGER AVAILABLE TO THE INVESTOR once it is put into a "Reserves Account". It is put into savings and earns interest until the repair is needed; because it is not available to the investor it is treated as an expense even though the repair has not yet been made.
Cash Flow, IRR, NPV FBO, and Cap Rate (OAR) will be lower because you treat Reserves as an expense.If you want to be as mathematically accurate as possible: (author's opinion)
The most mathematically accurate method is to treat the monthly Reserves amount as a Monthly Expense because it is money no longer available to the investor, but ALSO figure the monthly interest earned on the "Reserves money" in the savings account, and add that interest to the Monthly Income.
This method is the software author's opinion, and does not follow either standard accounting or real estate practice, but is more mathematically accurate with regard to Cash Flow, IRR, NPV FBO, and Cap Rate (OAR).
Which of the 3 reserves methods above should you use?
Use either the Standard Accounting Practice (GAAP) or the Standard Real Estate Practice
(SREP) method, according to which conforms to the standard practices of your
profession. If you are representing yourself, you can use whichever of the 3
methods best suits your need(s).
If you are creating presentations for someone else, you should consider using
the method they use, or at least find out the method they use so you can
communicate without misunderstandings.
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Real Life Effects of Reserves
In reality, "Reserves money" is tied up far in advance of the repair(s) being
needed, which is usually not good for the investor since they probably can
invest that money where it earns more than the interest from a savings account.
Also, Cash Flow is reduced whether or not you choose to show that in projections
(i.e.- whether you choose to count Reserves as an expense or not). Consequently,
Reserves reduce Cash Flow, Return (simple), IRR, and NPV FBO.
On the other hand, a "Reserves Account" does offer some assurance of being able
to make future repairs. So there is a safety benefit here.
Sometimes lenders, insurance companies, or a seller selling on
contract (seller financing) may require a reserves account for future repairs.
This protects the lender and/or insurance company by assuring repairs can be
made when needed. The lender and/or insurance company does not care how this
affects the property owner's return.
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